Salesforce Administrator

October 23, 2024

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EBQ

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EBQ is a company that provides outsourced services across various business functions such as sales, marketing, customer experience, CRM setup and maintenance, and data management. They offer solutions such as appointment setting, customer onboarding, inbound and outbound support, sales team augmentation, and Salesforce architectural support. EBQ delivers tailored strategies in B2B contexts to help clients expand their sales pipeline, enhance brand presence, and improve customer retention through a combination of professional expertise and strategic insights. Thousands of businesses worldwide trust EBQ to meet their sales and marketing goals through their efficient service model.

CRM Optimization • B2B Data • Marketing • B2B Appointment Setting • Sales

201 - 500 employees

🤝 B2B

Description

• This position will be responsible for training and supporting client needs as it relates to Salesforce.com • You should be experienced in supporting teams across multiple business units • Gather client’s business requirements and transform these into technical requirements for Salesforce design • Leverage Salesforce best practices to minimize the need for custom development • Write technical documentation for clients outlining standard operating procedures • Accurately execute training modules with EBQ customers • Audit Salesforce and provide detailed plan to optimize configuration • Identify and communicate project risks and issues in a timely manner • Effectively migrate and implement Salesforce for new organizations • Work with EBQ’s customers to understand their unique business needs and then customize Salesforce to meet business requirements • Develop relationships with clients and confidently demonstrate business process expertise when advising client executives and stakeholders • Create and manage custom field and objects, flows, record types, data validation, page layouts, and third-party integrations • Develop and create customized reports and dashboards based on client needs • Manipulate data and import into Salesforce using various ETL tools • Keep abreast of new Salesforce features and functionality in order to provide recommendations for process improvements to EBQ’s clients • Effectively manage task within EBQ’s project management system • Retain and accurately apply the training and direction received from management • Consistently achieve or exceed monthly target(s) established by supervisor • Adhere to company policies and values • Work effectively in a collaborative work environment and professionally represent EBQ to clients • Perform other duties as assigned

Requirements

• Highly motivated and disciplined self-starter with excellent oral and written communication skills • Understanding of Salesforce best practices and data architecture • Salesforce Administrator Certification • 1-2 years of Salesforce experience as an end-user or 6 months of experience as a Salesforce admin • Strong customer service and organizational skills • Understanding of Agile and Scrum methodologies • Working proficiency with Microsoft Excel • Process-oriented • High attention to detail • Proficiency in the following areas is desirable, but not required: Online screen sharing tools such as RingCentral Meetings, WebEx, GoToMeeting, or Join.Me • Knowledge of SQL or SOQL • Additional preferred Salesforce certifications: Advanced Administrator, Platform App Builder, Business Analyst, Sales Cloud Consultant, Service Cloud Consultant, Nonprofit Cloud Consultant, Experience Cloud Consultant, Marketing Cloud Consultant, or CPQ Specialist • Business analyst and/or sales experience • Experience working with both SMB and Enterprise organizations • Experience working with Non-Profit organizations • Understand or experience in release management and software development lifecycle